Alterna Wealth Management, Inc

Alterna Wealth Management, Inc reported 109 holdings worth US$174M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 16, 2026

Alterna Wealth Management, Inc reported 109 holdings worth US$174M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Jul 16, 2026 (Form 13F).

Holdings
109
Value as reported
US$174M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc10,528US$3.05M1.7%
Alphabet Inc (google) Class C7,239US$2.59M1.5%
Amazon.com, Inc.6,864US$1.64M0.94%
Meta Platforms, Inc.2,105US$1.19M0.68%
Nvidia Corporation5,600US$1.12M0.64%
Microsoft Corp.2,743US$1.02M0.59%
Advanced Micro Devices Inc1,140US$662K0.38%
Taiwan Semiconductor Manufacturing Co., Ltd.1,202US$574K0.33%
Visa Inc.1,233US$423K0.24%
Berkshire Hathaway Inc.831US$416K0.24%
Exxon Mobil Corporation2,567US$351K0.20%
Asml Holding Nv173US$344K0.20%
Tesla, Inc.815US$343K0.20%
Walmart Inc.2,947US$334K0.19%
Oracle Corporation1,932US$283K0.16%
Mercadolibre, Inc.159US$270K0.15%
Unitedhealth Group Incorporated636US$264K0.15%
Rivian Automotive, Inc.14,173US$246K0.14%
Nike, Inc.5,752US$236K0.14%
Mastercard Incorporated430US$221K0.13%
Jp Morgan Chase & Co.655US$214K0.12%
Wheaton Precious Metals Corp1,901US$214K0.12%
Stubhub Holdings, Inc.14,000US$180K0.10%
Hotel101 Global Holdings Corp.32,439US$169K0.10%
Chevron Corporation0US$00.00%

Source

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